--- title: 'Manager, Operational Finance and Analytics at Vestwell' canonical: 'https://feeny.ai/job/manager-operational-finance-and-analytics-vestwell-new-york-abpc9d556a0s' type: 'job' last_seen: '2026-10-18' --- # Manager, Operational Finance and Analytics at Vestwell - **Company:** Vestwell - **Location:** New York, NY - **Posted:** 2026-10-02 - **Last confirmed live:** 2026-10-18 - **Apply:** https://job-boards.greenhouse.io/vestwell/jobs/8011007003 ## Job description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit [vestwell.com](http://vestwell.com/) Job Title: Manager, Operational Finance and Analytics Job Location: New York, New York (HQ) Remote Work Permitted: No Annual Salary: $125,000 Range ($125,000 -$135,000 year) Job Duties: Serve as owner of operational KPIs by defining metrics, ensuring data integrity, and maintaining a unified reporting framework. Work with the COO to evaluate operational processes using data and performance modeling. Develop business cases for operational changes and quantify impacts on efficiency, cost, capacity, and revenue. Collaborate with Finance to link operational data to forecasting, capacity planning, and revenue analysis. Translate operational issues into structured problems, create analytic frameworks, and provide databased recommendations. Conduct rootcause analyses and implement datadriven solutions. Partner with data, product, and engineering teams to ensure data quality, accurate metric definitions, and reliable reporting systems. Establish processes for reporting and analytics. Education Requirements: Bachelor’s degree, or the foreign equivalent, in finance, economics, or related field. Experience Requirements: - 5 years of experience in finance, strategy consulting, or a related role. - 5 years of experience in quantitative and financial analysis, forecasting, and US GAAP principles - 3 years of experience with the following (which may have been gained concurrently): - Salesforce - Rippling - Cube - Sage Intacct - Tableau Employee Benefits We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan. Interview Process Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises. For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in [vestwell.com](http://vestwell.com/) is not our Recruitment team. Vestwell’s [Privacy Policy.](https://www.vestwell.com/privacy-policy) Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: [Vestwell’s California Privacy Rights Policy.](https://docs.google.com/document/d/1lKSzA8qE7YIAJe2ZZahLWzFp9EZP1IuS/edit?usp=sharing&ouid=111643980444675168924&rtpof=true&sd=true) ## About Vestwell ## Company Overview - **One-liner**: Vestwell is a financial technology platform that powers workplace savings programs including retirement, education, emergency, and disability savings for individuals, employers, financial advisors, and government agencies. - **Entity Type**: Private (Series E) - **Headquarters**: 360 Madison Avenue, New York, New York 10017, United States - **Founded**: 2016 - **Founders**: Not publicly available from search results ## Core Business - **Primary industry/industries**: Financial technology (Fintech), Workplace savings, Retirement services - **Target customers**: B2B – financial advisors, employers (small to large), payroll providers, financial institutions, government agencies; B2C – individual savers - **Mission or purpose statement**: To close the savings gap and build a culture of financial wellness for all. ## Products & Services - **Retirement Plans (401(k), Safe Harbor 401(k), State Auto IRA)**: Workplace-delivered retirement savings plans with automated payroll sync, compliance, and administration. - **Student Loan Repayment**: Employer benefit that helps employees pay off student loans faster, often integrated with retirement savings. - **529 Education Savings**: Tax-advantaged accounts for future education costs. - **ABLE Disability Savings**: Savings accounts designed for individuals with disabilities, offering tax advantages. - **Emergency Savings**: Accounts for unexpected expenses, often offered as an employer benefit. - **Tuition Reimbursement**: Employer benefit for education expenses. - **White-Labeled Partnership Solutions**: Co-branded portals for advisors, flexible investment options, and integrated compliance support. ## Market Standing - **Valuation/Market Cap**: Not disclosed - **Key Metric**: Total Funding – $625M raised (last round: $385M Series E ~1 year ago) - **Notable Investors/Partners**: Blue Owl Capital, SLW, Morgan Stanley, HarbourVest Partners, TIAA Ventures, and 31+ other investors. - **Growth Signals**: - Powers over 85% of government retirement savings programs. - 2M+ active savers, 500K+ businesses enabled, $50B+ assets saved across all 50 states. - Recognized on CNBC’s World’s Top Fintech Companies, Inc. 5000 (fastest-growing), Forbes America’s Best Startup Employers, Built In’s Best Places to Work, PLANSPONSOR’s Top 10 Recordkeepers. ## Competitive Advantages - Trusted infrastructure: Backs over 85% of state-run retirement programs. - Comprehensive, unified platform covering retirement, education, emergency, and disability savings. - Multilingual, mobile-first design focused on financial equity and underserved populations. - Deep integrations with 190+ payroll providers and automated compliance at scale. ## Strategic Focus - Continue expanding the suite of workplace savings products (student loan, emergency, ABLE, 529). - Scale government partnerships and white-label offerings for advisors and financial institutions. - Drive financial inclusion through accessible, multilingual technology. - Invest in AI and engineering talent to personalize and modernize the savings experience. ## Why Work Here - **Culture**: Hybrid work environment with offices in New York, Austin, King of Prussia, and Scottsdale. Typical on-site expectation is 4 days per week; remote program also offered. - **Perks**: Competitive health coverage, generous vacation and safe/sick time, paid parental leave, strong 401(k) plan, employee wellbeing committee, and a focus on learning & development. - **Engineering culture**: Emphasis on innovation, taking on complex challenges, and acting like an owner. 160 product + tech employees out of ~500 total. - **Values**: “Act like an owner,” “Embrace the difficult,” “Look for the better way,” and “Help me, help you, help us.” ## Sources 1. [vestwell.com](https://vestwell.com/) 2. [greenhouse.io – Vestwell Careers](http://job-boards.greenhouse.io/vestwell) 3. [cbinsights.com – Vestwell Profile](https://www.cbinsights.com/company/vestwell) 4. [builtin.com – Vestwell Profile](https://builtin.com/company/vestwell) ## Other roles at Vestwell - [Senior Associate, Account Manager](https://feeny.ai/job/senior-associate-account-manager-vestwell-new-york-4n7ee7fmra5p) — New York, NY / Austin, TX / King of Prussia, PA / Scottsdale, AZ - [Senior Associate, Relationship Management (Auto-IRA)](https://feeny.ai/job/senior-associate-relationship-management-auto-ira-vestwell-new-york-9xf8nj416tr6) — New York, NY / Austin, TX / King of Prussia, PA / Scottsdale, AZ - [Director, Relationship Management - ABLE](https://feeny.ai/job/director-relationship-management-able-vestwell-new-york-tk04kc59g79q) — New York, NY / Austin, TX / King of Prussia, PA / Scottsdale, AZ - [Compliance Director, Trust Company and Custody Operations](https://feeny.ai/job/compliance-director-trust-company-and-custody-operations-vestwell-new-york-tcjrny4pp3zg) — New York, NY - [Senior Marketing Project Manager](https://feeny.ai/job/senior-marketing-project-manager-vestwell-new-york-088z2vf128r1) — New York, NY - [Senior Associate, Relationship Management (529 & CSA)](https://feeny.ai/job/senior-associate-relationship-management-529-csa-vestwell-new-york-qfn9f05nsj8b) — New York, NY / Austin, TX / King of Prussia, PA / Scottsdale, AZ - [Associate, Financial Crimes Compliance](https://feeny.ai/job/associate-financial-crimes-compliance-vestwell-new-york-ssxpqzgs4d82) — New York, NY / Austin, TX / King of Prussia, PA / Scottsdale, AZ - [Senior HR Business Partner - G&A](https://feeny.ai/job/senior-hr-business-partner-g-a-vestwell-king-of-prussia-z496gv5gm46x) — King of Prussia, PA - [Senior Marketing Operations Manager (Reporting and Analytics)](https://feeny.ai/job/senior-marketing-operations-manager-reporting-and-analytics-vestwell-new-york-d2bj51g84bkd) — New York, NY - [Internal Sales Director](https://feeny.ai/job/internal-sales-director-vestwell-new-york-n9ne5rdrtf72) — New York, NY / Austin, TX